Renewal negotiation 'last contacted' date

This guide has been reviewed against our global client base and classed as relevant to all regions

A ‘last contacted’ date can be set on a renewal negotiation - when adding a renewal note a prompt to update the last contacted date is offered, plus when sending an email to a tenant, the date will be updated

When viewing the renewals list via the Manage Renewals screen, the last contacted date can be viewed and the list sorted/filtered by this date

1. Set last contacted date

From a renewal negotiation:

Add a renewal note (click on the Activity Feed and select Create journal entry)
The following prompt is displayed, click Yes
The Last Contacted date (bottom left) is updated with the current date

2. Last contacted date updates when sending email to tenant

From a renewal negotiation:

Right-click over Letters and select Send e-mail to tenant (then select required template)
Ensure email is correct, then send
The Last Contacted date is updated automatically

The last contacted date is automatically updated when emailing the tenant (not the landlord)

3. Add & save Last Contacted Date column to the Manage Renewals screen

From Organiser, Property Management panel:

Right-click over Tenancy renewal negotiations and click Full results
The Manage Renewals screen is displayed - to add the Last Contacted column, right-click over the column headings, click Pick columns then select Last Contacted Date
The Follow Up date can also be added as a column
The new column will be added to the far right side of the grid - click and drag the column heading to the desired position
Right-click over the column headings again and click Save grid layout

4. Use the Last Contacted Date column in the Manage Renewals screen

Grid functions can be used to sort or filter by last contacted date

To sort the list, click the column heading
To filter by date, click to the right of the column heading (to view filter icon) and enter the required date(s) to filter by

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